New file
Set up the bookkeeping structure around the actual entity, accounts, activity, and reporting needs.
QuickBooks certified • software-flexible
QuickBooks bookkeeping with human review behind the bank feed.
ClearClose holds Intuit QuickBooks Level 1 and Level 2 certification. QuickBooks can organize activity efficiently, but reconciliations, owner context, classifications, and close decisions still need accountable review.
QuickBooks support
Use the software for structure, not as a substitute for a close.
ClearClose can review an existing QuickBooks Online file, identify cleanup needs, reconcile agreed accounts, and maintain the file through a monthly close. Certification does not mean every client must change systems.
Work can include
- Chart-of-accounts and opening-balance review
- Bank-feed rules and duplicate review
- Bank and credit-card reconciliations
- Transfer and owner-activity cleanup
- Profit and loss and balance-sheet reporting
- Open-question workflow for unclear business activity
Existing file
Review reconciliations, balances, categories, duplicate activity, and incomplete periods before taking over monthly work.
Cleanup file
Define the period and source evidence before correcting existing work. Missing records remain visible blockers.
Questions owners ask
Bookkeeping answers before you commit.
Does ClearClose require QuickBooks?
No. QuickBooks is supported and certified, but the right system and any migration decision depend on the file and scope.
Can bank-feed rules replace transaction review?
No. Rules can speed up consistent routing, but unusual activity, transfers, owner transactions, and business-purpose questions still need review.
Can ClearClose clean up a prior bookkeeper's file?
ClearClose can assess and scope an existing file without assuming the prior work is wrong. The review identifies specific periods, accounts, or balances that need correction.
Who owns the QuickBooks subscription?
Software ownership and cost are confirmed in the engagement. A bookkeeping service fee does not silently include a third-party subscription.
Can sensitive QuickBooks information be emailed?
Use the secure client portal for records and access steps. Do not send credentials or sensitive documents through ordinary email or the public form.
Next step
Start with the bookkeeping problem you need solved now.
Choose a published plan or send basic business details for a scope review. Do not send tax returns, bank credentials, statements, or tax IDs through the public form.